Branching enables clients to segregate data and view rights for teams or branches within an organization. This allows a corporate admin administrator to have the ability to clearly create boundaries between users based on their business focus.
Branching Details and Impacts
Section | Details | What is impacted? |
User Registration | Define Defines a Primary Branch and Branch Permissions for each User.user– |
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inlead inLead Campaigns |
Associated an inlead Associate inLead campaign to specific branches.
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Referral Partners | Define which branches a User user can assign a referral partner to. | Enables branches to keep their referral partners confidential from other Branches branches or teams. |
InTouch | Define Defines unique branch logo and information for email campaigns | When a new email is sent via intouchinTouch, admin administrator can define unique branch information and branding to be included in the email. |
Reports | Segregate reporting data by branch. | A User user will only see data in reports based on their Branch Permissionsbranch permissions. |
Global Search | Segregates search results by branch | A User user will only see search result data based on their Branch Permissionsbranch permissions. |
Prospect Search | Segregates prospect search Prospect Search data by branch. | A User user will only see prospect search result data based on their branch permissions and the branches the inLead campaign is associated to. |
Unassigned Leads | Segregates unassigned leads Unassigned Leads data by branch. | A user will not be able to search for prospects within a campaign that does not include their branch. |
Open Leads | Segregates Open Lead data by branch | A User user will only see leads that belong to users within your branch or within a campaign associated with your branch. |
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